Investing in Regenerative Agriculture and Food

João Valente, owner of Monte Silveira, took over his family farm in central-eastern Portugal that was running on tobacco, broccoli, and melons with sixty-five people employed year-round, the rotation designed entirely around subsidies. When the tobacco subsidy disappeared at the end of the 1990s, he found himself with a question: what does this land actually want to be? That question led him to organic agriculture conferences in Portugal, to a magazine showing no-till, to a German seed company that flew him to New Zealand and Australia to see holistic planned grazing in action, and eventually to the first Climate Farmers Congress in a castle in Germany, back in 2021, where he helped write the manifesto, brought ham, wine, and olive oil, and met much of the regenerative agriculture network he’s been working with ever since. Today, Monte Silveira manages around 700 hectares of Montado and irrigated annual crops, runs five species of animals, carries sixteen active research projects, has three full-time scientists on staff, and has been no-till since the year 2000.
One plus one, in companion cropping, is not two. It might be three, four, or five: two or three species in the same field, each supporting the others, the vetch fixing nitrogen for the wheat, the wheat stem holding up the climbing vetch, and if one fails the other covers it. João has been doing this long enough now that the yield comparisons with neighbouring monoculture fields aren’t theoretical. And after decades of absorbing the risk alone, he’s at a point where he can start handing the knowledge on, to neighbouring farmers who are curious but can’t afford to fail, to the Portuguese government, which recently invited Monte Silveira to one of only three private companies at the table for the country’s seven-year environmental strategy document, and to consumers through brands, built on cereals and legumes priced to compete with conventional supermarket products, not just to sell to those who can already afford the premium.
In this episode, recorded under the shade of an old farm building during a May heat wave in the Portugal, too hot by then to keep walking the Montado, we get into how a tobacco subsidy became the turning point of a farming life, why João thinks the two groups most drawn to regenerative research are newly graduated scientists and recently retired professors (and almost nobody in between), what it takes to bring the most important conventional almond consultant in Portugal from sceptic to practitioner in under a year, why he would mandate no-till for all dry-land cereal producers in Portugal if he had the legislative pen, what he’d do with a billion euros, and why, given a magic wand, he’d change human ego before he’d change a single farming practice.
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In Investing in Regenerative Agriculture and Food podcast show we talk to the pioneers in the regenerative food and agriculture space to learn more on how to put our money to work to regenerate soil, people, local communities and ecosystems while making an appropriate and fair return. Hosted by Koen van Seijen.
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The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed financial advisor or investment professional before making any financial decisions.
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Diogo Pinho started his scientific career in the first DNA sequencing lab in Portugal, then did a hands-on PhD on the soil microbiome of cork and holm oak, studying why the trees get sick, before spending two years with Biome Makers, a soil microbiome analysis company, running labs and translating bacterial and fungal profiles into colour-coded, farmer-readable reports for growers around the world. Three years ago, a chance conversation at a farm visit twenty minutes from where he was living led him to Monte Silveira, a 700-hectare farm in the Alentejo, where farmer Joao Valente had been testing regenerative practices for years. Diogo came on board as head of research, hired two more scientists, and is now coordinating fifteen different research consortia — universities, policy makers, and environmental associations — all running in parallel on one working farm.
Portugal produces 70% of the world’s cork. And every year, the Montado, the vast savanna-like silvopasture system of cork and holm oaks that makes that possible, and that once covered much of the Mediterranean, is losing between 4,000 and 5,000 hectares. Not to disease, exactly: the disease is just the final hit on a tree already too weak to resist. The underlying cause, Diogo says, is simpler and more fixable than most people realise. The Montado is a system built by human management, and the one thing it was always managed with — grazing animals cycling nutrients back into the soil — has quietly been removed. Bring the animals back, do it well, and the trees can recover.
In this episode — recorded walking the Monte Silveira land on a mild May morning, with horses and sheep audible throughout — we get into how Diogo went from genome sequencing to working on a regenerative farm, why he sees the Montado’s decline as a chronic disease rather than a single crisis, how soil organic matter went from 1% to 3% in seven years without importing fertility, what a clover carpet growing underneath intensive almond trees is doing to herbicide use and nitrogen budgets (and why the 8,000-hectare conventional industry next door is already paying attention), and how a transition finance programme for twenty neighbouring livestock farmers is quietly building a model that could scale well beyond one farm.
More about this episode.
Thoughts? Ideas? Questions? Send us a message!
Find out more about our Generation-Re investment syndicate:
https://gen-re.land/
Thank you to our Field Builders Circle for supporting us. Learn more here
Support the show
=======
In Investing in Regenerative Agriculture and Food podcast show we talk to the pioneers in the regenerative food and agriculture space to learn more on how to put our money to work to regenerate soil, people, local communities and ecosystems while making an appropriate and fair return. Hosted by Koen van Seijen.
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The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed financial advisor or investment professional before making any financial decisions.
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Lara Espírito Santo grew up shuttling between Rio de Janeiro and her father’s industrial farms in Paraguay and Brazil, traded a planned career in politics and international development for a kitchen job at Silo in London, and went on to co-found SEM, the zero-food-waste restaurant in Lisbon she ran with her partner George McLeod until closing it ten days before this conversation (not for financial reasons, but to figure out what comes next).
Source the cream instead of buying butter, and one ingredient quietly becomes four: butter, buttermilk, then whey and cheese once you split the buttermilk again. That unglamorous bit of dairy chemistry is the mechanic behind Lara’s central claim: you don’t get to zero food waste by managing waste better. You get there by going further back up the supply chain than most kitchens ever bother to look, and only then does the creativity actually start.
In this episode, recorded in Lisbon, we get into how watching the birds disappear from her father’s 20,000-hectare farm pushed her toward activism and then back into restaurants, why SEM’s food costs ran at 17%, against an industry standard of 25–30%, why she closed it anyway, the case for an EU-wide black market in regeneratively raised organ meat, oyster shells turned into dinner plates, and why she’d spend a hypothetical billion euros de-risking the years it takes a farm to convert.
More about this episode.
Thoughts? Ideas? Questions? Send us a message!
Find out more about our Generation-Re investment syndicate:
https://gen-re.land/
Thank you to our Field Builders Circle for supporting us. Learn more here
Support the show
=======
In Investing in Regenerative Agriculture and Food podcast show we talk to the pioneers in the regenerative food and agriculture space to learn more on how to put our money to work to regenerate soil, people, local communities and ecosystems while making an appropriate and fair return. Hosted by Koen van Seijen.
👩🏻‍💻 VISIT OUR WEBSITE 
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The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed financial advisor or investment professional before making any financial decisions.
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Brazilian-trained chemical engineer, Raiza Rezende left a career path lined up by petroleum, gas, and pharmaceutical companies to study syntropic agriculture with Ernst Götsch, then WWOOFed her way across Spain, Portugal, and Greece before co-founding two organisations working from opposite ends of the same problem: Agrosystemic, which helps large farms in Portugal and Brazil transition toward regenerative practices, and RHEA, the Regenerative Healthcare European Association, which is trying to prove — with hard data — that healthy soil produces healthier people.
Pull one carrot out of the ground and test it, and the number on the lab report tells you almost nothing. Is its vitamin A content high or low? Compared to what? That's the problem sitting underneath the entire “nutrient density” conversation, and it's the one Raiza keeps running into: without thousands of samples across farms, regions, and varieties, a single result is just a number with nowhere to stand.
In this conversation recorded in a Lisbon park, with the podcast's producer Antonella Totaro taking over hosting duties for the first time, we get into Raiza's path from an oil-and-gas-sponsored engineering campus in Rio to the most desertified farmland in Portugal, why Agrosystemic refuses to tell conventional farmers they're doing it “wrong”, what four real farms and 40-plus measured parameters are starting to reveal about nutrient density, why €700 billion a year in EU disease treatment costs hasn't yet connected soil research to health research, and why, with a magic wand or a billion euros, she'd skip the technology and put the money straight into farmers.

More about this episode

Thoughts? Ideas? Questions? Send us a message!
Find out more about our Generation-Re investment syndicate:
https://gen-re.land/
Thank you to our Field Builders Circle for supporting us. Learn more here
Support the show
=======
In Investing in Regenerative Agriculture and Food podcast show we talk to the pioneers in the regenerative food and agriculture space to learn more on how to put our money to work to regenerate soil, people, local communities and ecosystems while making an appropriate and fair return. Hosted by Koen van Seijen.
👩🏻‍💻 VISIT OUR WEBSITE 
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The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed financial advisor or investment professional before making any financial decisions.
Feedback, ideas, suggestions? Get in touch!

John Gilliland is a sixth-generation UK farmer and advocate for sustainable agriculture with a legacy in policy, academia, and innovation. As a leader of the ARC Zero project, his own farm is a model for "Beyond" Net Zero practices, where willow cultivation, livestock grazing, and renewable energy initiatives work together in a circular system.
He has credits he could sell tomorrow and hasn't sold any. The reason cuts to the heart of the whole carbon market: on the voluntary market, he says, the same people who measure your soil also buy your credits. They are judge and jury in one. Until that changes, his clocks keep ticking and his carbon stays in the ground.
We get into why his 250-year-old woodland — kept fenced off from animals for most of its life — has no earthworms, a soil pH of 4.8, and trees toppling in storms, while feeding willow leaves to his cattle has cut their methane by 28%. John walks us through the fertiliser crisis he thinks is bigger than the Ukraine war, the chicory root he uses instead of a diesel subsoiler, and a 36-hectare trial that lifted meat output 83% while cutting nitrogen 65%. 
More about this episode.

This podcast is part of the Carbon Series supported by the OGCR project, with aims to create a trusted open source framework and make sure the benefits of carbon are shared across generations.
Thoughts? Ideas? Questions? Send us a message!
Find out more about our Generation-Re investment syndicate:
https://gen-re.land/
Thank you to our Field Builders Circle for supporting us. Learn more here
Support the show
=======
In Investing in Regenerative Agriculture and Food podcast show we talk to the pioneers in the regenerative food and agriculture space to learn more on how to put our money to work to regenerate soil, people, local communities and ecosystems while making an appropriate and fair return. Hosted by Koen van Seijen.
👩🏻‍💻 VISIT OUR WEBSITE 
📚 JOIN OUR VIDEO COURSE 
💪🏻 SUPPORT OUR WORK
Join Gumroad
Share it
Give a 5-star rating
Buy us a coffee… or a meal! 
=======
🎙 YouTube channel
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Join our newsletter!
=======
The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed financial advisor or investment professional before making any financial decisions.
Feedback, ideas, suggestions? Get in touch!